Floating Teller

Texas-Heritage-National-Bank; Daingerfield (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Texas-Heritage-National-Bank is seeking a Floating Teller who will primarily operate at a designated location while traveling to other branches as needed. You will provide high-quality customer service, handle teller transactions, and promote bank products in line with procedures.

The role requires strong attention to detail, solid knowledge of banking operations, and the ability to work independently with minimal supervision while maintaining compliance and confidentiality.

Qualifications

• High School diploma or equivalent.
• 1+ years of customer service experience in financial services or retail sales preferred.

Responsibilities

• Assist customers with teller transactions and inquiries per bank policies.
• Maintain cash drawer accuracy, security, and balancing procedures.
• Educate customers on bank products and digital solutions.
• Adhere to confidentiality, fraud prevention, and compliance procedures.
• Support multiple branches by traveling to different locations as needed.

Skills

Customer service

Banking operations

Regulatory compliance

Attention to detail

Verbal and written communication

Independent work

Travel to multiple locations

Problem solving

Decision making

Education

High School diploma or equivalent

Job description

Floating Teller handles teller duties while supporting multiple branches as needed. As Floating Teller, you will be the first point of contact for customers, delivering exceptional service, processing transactions in accordance with Bank policies and procedures, assisting with customer inquiries, and identifying and referring cross-sell opportunities. You will have a primary work location but will travel to different locations to provide support, as necessary.

• Assist customers with transactional needs in accordance with established guidelines, brand model, and service standards, including answering inquiries about account balances, transaction history, service charges, interest rates, and more
• Maintain daily operational standards, including cash drawer security, balancing the cash drawer, item capture procedures, counterfeit currency identification, and ensuring adequate supplies at the teller station
• Possess knowledge of bank products and services and educate customers on emerging bank technology and digital solutions
• Protect the Bank from unnecessary risk by adhering to bank procedures and confidentiality guidelines, including currency transaction reports, suspicious activity reports, Regulation CC holds and documentation, robbery procedures, and more
• Adhere to internal controls, operational procedures, and risk management policies, including security protocols for robbery, fraud, opening/closing processes, cash controls, and teller procedures
• Ensure compliance with all bank policies and procedures, as well as applicable state and federal banking regulations
• Perform other duties and responsibilities as assigned by management

Requirements

Required Skills / Abilities:

• Travel to multiple locations to support as needed
• Strong knowledge of banking operations, cash handling procedures, and regulatory compliance
• Exceptional customer service skills, with the ability to handle difficult or sensitive situations with empathy and professionalism
• Strong attention to detail and accuracy
• Excellent communication skills, both verbal and written
• Strong problem-solving and decision-making skills
• Ability to work independently with minimal supervision and make sound judgements

Education and Experience:

High School diploma or equivalent

1+ years of experience- customer service experience in financial services or retail sales preferred